Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Small Cap I Fund Mutual fund in their Schedule of Assets, totaling $82.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CADENCE DESIGN SYSTEMS INC CADENCE DESIGN SYSTEMS, INC. 401(K) PLAN | SAN JOSE CA | 3,716 | $2.1B | $76.7M |
| 2 | C & J CLARK AMERICA, INC. CLARKS AMERICAS, INC. SAVINGS PLAN | NEEDHAM MA | 1,559 | $70.4M | $4.2M |
| 3 | LAS VEGAS UROLOGY, LLP LAS VEGAS UROLOGY, LLP 401(K) PROFIT SHARING PLAN |
LAS VEGAS NV |
| 121 |
| $21.1M |
| $1.0M |
| 4 | SUNWARD FEDERAL CREDIT UNION SUNWARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 535 | $45.2M | $573K |
